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Virtus Investment Partners
VRTS

194 hedge funds and large institutions have $1.77B invested in Virtus Investment Partners in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 64 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

20% more capital invested

Capital invested by funds: $1.48B → $1.77B (+$289M)

10% more funds holding

Funds holding: 177 → 194 (+17)

0.31% more ownership

Funds ownership: 82.99% → 83.3% (+0.31%)

8% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 64

Holders
194
Holders Change
+17
Holders Change %
+9.6%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
31
Increased
59
Reduced
64
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$24.1M
2
BCM
Basswood Capital Management
New York
+$23.4M
3
SCP
Steamboat Capital Partners
New York
+$18.9M
4
HAM
Hillcrest Asset Management
Texas
+$11.6M
5
ECM
ExodusPoint Capital Management
New York
+$11.1M

Top Sellers

Rank Fund Capital Flow
1
SSA
Schonfeld Strategic Advisors
New York
-$32.1M
2
BlackRock
BlackRock
New York
-$14.9M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.8M
4
Millennium Management
Millennium Management
New York
-$10.1M
5
NM
Newtyn Management
New York
-$8.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$126K +$5.14K +19 +4%
UBS Group
152
UBS Group
Switzerland
$125K -$1.01M -3,735 -89%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$115K – – –
HFM
154
Harvest Fund Management
China
$96K – – –
Fidelity Investments
155
Fidelity Investments
Massachusetts
$87K +$3.52K +13 +4%
TRCT
156
Tower Research Capital (TRC)
New York
$85K -$136K -501 -62%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$73K -$2.16K -8 -3%
SPIA
158
Steward Partners Investment Advisory
New York
$72K +$41.4K +153 +146%
Ohio Public Employees Retirement System (OPERS)
159
Ohio Public Employees Retirement System (OPERS)
Ohio
$65K -$9.2K -34 -13%
QT
160
Quantbot Technologies
New York
$55K +$54.1K +200 New
SWA
161
Sutton Wealth Advisors
Florida
$48.1K – – –
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$33K – – –
FMB
163
Field & Main Bank
Kentucky
$31K – – –
Macquarie Group
164
Macquarie Group
Australia
$28K – – –
FPS
165
Fieldpoint Private Securities
Connecticut
$25K – – –
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.2K – – –
Robeco Institutional Asset Management
167
Robeco Institutional Asset Management
Netherlands
$20K -$8.12K -30 -29%
OSAM
168
O'Shaughnessy Asset Management
Connecticut
$20K – – –
FWM
169
FFT Wealth Management
Pennsylvania
$19K +$18.4K +68 New
PMFA
170
Plante Moran Financial Advisors
Michigan
$17K +$16.8K +62 New
Federated Hermes
171
Federated Hermes
Pennsylvania
$16K +$15.2K +56 New
QCG
172
Quadrant Capital Group
Ohio
$13K – – –
US Bancorp
173
US Bancorp
Minnesota
$12K – – –
ST
174
Sageworth Trust
Pennsylvania
$11K +$10.8K +40 New
PFBT
175
Parkside Financial Bank & Trust
Missouri
$8K +$541 +2 +7%
5 6
7
8 9

VRTS Hedge Fund Activity: Q2 2021 in Review

194 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q2 2021, worth a combined $1.77B — up 20% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VRTS positions and 13 closed out — a net gain of 18 holders — while 59 added to existing stakes and 64 trimmed.

The largest buyer was Bank of America, adding an estimated $24.1M. The largest seller was Schonfeld Strategic Advisors, cutting an estimated $32.1M.

  • 194 institutional investors held Virtus Investment Partners (VRTS) as of Q2 2021, up from 177 in Q1 2021.
  • Funds reported $1.77B of Virtus Investment Partners stock for Q2 2021, up 20% quarter-over-quarter.
  • 31 funds opened new Virtus Investment Partners positions in Q2 2021 and 13 closed out, a net change of +18 holders.
  • The largest Virtus Investment Partners buyer in Q2 2021 was Bank of America, an estimated $24.1M added.
  • The largest Virtus Investment Partners seller in Q2 2021 was Schonfeld Strategic Advisors, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2021.